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What information do I need to provide to set up a new account?

Asked 5 months ago
To set up a new account with Scottish Friendly, you will typically need to provide a range of personal information to ensure that your account is secure and tailored to your needs. This usually includes your full name, date of birth, and contact details such as your address and phone number. Additionally, it may be necessary to provide your National Insurance number or another form of identification to verify your identity. Furthermore, details regarding your financial situation may also be required, particularly if you are looking to open an investment or insurance product. This may include your income level and employment status, as well as your preferences for investment risk and savings goals. It is advisable to review the specific account setup process on the Scottish Friendly website, as requirements may vary based on the type of account you wish to create. Be sure to have your information readily available, as this will help facilitate a smoother account creation process. For the most accurate and current details on account setup, visiting the official Scottish Friendly web page can provide valuable guidance.
Answered Jul 1st 2025

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